—
Net Worth Est.
$345KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$247.5K
Bank Accounts, Money Market Accounts and CDs
$97.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![TransAmerica [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - TransAmerica [MF]Mutual Funds | $50,001 - $100,000 | SP | 2023 | ||
- Charles Schwab Roth IRA [MF]Mutual Funds | $50,001 - $100,000 | 2023 | |||
- Charles Schwab SEP [MF]Mutual Funds | $15,001 - $50,000 | 2023 | |||
- John Hancock [MF]Mutual Funds | $15,001 - $50,000 | SP | 2023 | ||
- Marcus Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2023 |
- USAA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2023 | |||
- Capital One [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2023 |
- Charles Schwab PA Pension Rollover [MF]Mutual Funds | $15,001 - $50,000 | 2023 | |||
- TransAmerica [MF]Mutual Funds | $50,001 - $100,000 | SP | 2022 | ||
- Charles Schwab Roth IRA [MF]Mutual Funds | $50,001 - $100,000 | 2022 | |||
- Capital One [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2022 |
- John Hancock [MF]Mutual Funds | $15,001 - $50,000 | SP | 2022 | ||
- USAA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2022 | |||
- Charles Schwab SEP [MF]Mutual Funds | $15,001 - $50,000 | 2022 | |||
- Charles Schwab PA Pension Rollover [MF]Mutual Funds | $15,001 - $50,000 | 2022 | |||
- Charles Schwab Roth IRA [MF]Mutual Funds | $50,001 - $100,000 | 2021 | |||
- TransAmerica [MF]Mutual Funds | $50,001 - $100,000 | SP | 2021 | ||
- Charles Schwab SEP [MF]Mutual Funds | $15,001 - $50,000 | 2021 | |||
- John Hancock [MF]Mutual Funds | $15,001 - $50,000 | SP | 2021 | ||
- Truist [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2021 |
- Capital One [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2021 |
- Charles Schwab PA Pension Rollover [MF]Mutual Funds | $15,001 - $50,000 | 2021 | |||
- USAA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2021 | |||
- Charles Schwab Roth IRA [MF]Mutual Funds | $50,001 - $100,000 | 2020 | |||
- Charles Schwab PA Pension Rollover [MF]Mutual Funds | $15,001 - $50,000 | 2020 | |||
- Charles Schwab SEP [MF]Mutual Funds | $15,001 - $50,000 | 2020 | |||
- USAA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2020 | |||
- Thrift Savings Plan [DB]Defined Benefit Pension | $15,001 - $50,000 | 2020 | |||
- Charles Schwab Roth IRA [MF]Mutual Funds | $50,001 - $100,000 | 2019 | |||
- Charles Schwab PA Pension Rollover [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
- Charles Schwab SEP [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
- Thrift Savings Plan [DB]Defined Benefit Pension | $15,001 - $50,000 | 2019 | |||
- USAA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2019 |
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